SERVICES FOR TECH EMPLOYEES
CUSTOMIZED STRATEGIES FOR MAXIMIZING YOUR EMPLOYEE BENEFITS
EMPLOYEE BENEFITS PLANNING
Leverage your compensation and benefits plan to achieve your financial goals.
With over a decade of experience in working with Technology employees and their benefit plans, we can help you understand your options and map out the right strategy for your financial needs.
- Seamlessly coordinate your 401(k) and Deferred compensation assets with the rest of your balance sheet.
- Optimally and proactively manage your Stock Options, RSUs and ESPP shares.
- Stress-test your financial plan for life changes and market fluctuations so you know where you stand.
- When the time is right, we’re here to help you transition with confidence from your current employer to your next opportunity or the next phase of life.
HOW WE CAN HELP
Area of expertise
Employer Stock Purchase Plan (ESPP)
The Mega Backdoor Roth 401(k)
5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP
The Ultimate Guide to Tech Compensation in 2022
Are you a tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.